Workday's standard, delivered reports are not directly editable by customers. This is to ensure the integrity of the report and its functionality during system updates. The recommended and standard best practice is to copy the delivered report. This action creates a new custom report that uses the same data source and initial configuration as the original. The user can then safely modify this new custom version to add or remove fields, change filters, and adjust the output to meet their specific requirements without affecting the original delivered report.

A. Create a custom report from scratch: This is inefficient. Copying the standard report leverages the existing data source, filters, and structure, saving significant development time and effort.

B. Edit the standard report: This action is not permitted within the Workday system. Delivered reports are owned by Workday and cannot be modified by customers.

C. Export the standard report to a data warehouse: This is a data integration strategy for external business intelligence tools and does not solve the user's need to view the modified data within Workday itself.

1. Workday Documentation - Report Writer Guide: The guide on creating custom reports explicitly details the process of copying a standard report as a starting point for customization. It states

"You can't edit a standard report

but you can copy it and edit the custom version." This is a foundational principle of Workday report development. (Reference: Workday Report Writer Documentation

Section: Create Custom Report Task).

2. Workday Training Courseware - Reporting & Analytics: Official Workday training materials for the Reporting & Analytics course consistently emphasize that the best practice for modifying a delivered report is to use the "Copy" action. The curriculum explains that this preserves the original report while providing a customizable version for tenant-specific needs. (Reference: Workday Reporting & Analytics (REP100) Student Guide

Module: Creating Custom Reports).